# Upgrade Guide: prerelease → Sessions-as-run-manager

> Source: https://trigger.dev/docs/ai-chat/upgrade-guide

The AI Agents and Prompts surface ships as part of the **v4.5 release candidate**. Install with `@trigger.dev/sdk@rc` (or pin `4.5.0-rc.0` or later) to use these features — they aren’t yet on the latest stable, and APIs may still change before the 4.5.0 GA. See [supported AI SDK versions](https://trigger.dev/docs/ai-chat/reference#compatibility)
 and the [AI chat changelog](https://trigger.dev/docs/ai-chat/changelog)
 for details.

This guide is for customers who tried `chat.agent` during the prerelease period. The public surface of `chat.agent({...})`, `useTriggerChatTransport`, `AgentChat`, `chat.defer`, and `chat.history` is largely unchanged — but the transport’s auth callbacks and the server-side helpers that feed them were reshaped, so most prerelease apps need a small wiring update.

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#tldr)

TL;DR
-----------------------------------------------------------------

before.ts

after.ts

    // Single accessToken callback, dispatches on purpose
    accessToken: async ({ chatId, purpose }) => {
      if (purpose === "trigger") {
        return chat.createAccessToken<typeof myChat>("my-chat");
      }
      // purpose === "preload" — same call, same trigger token
      return chat.createAccessToken<typeof myChat>("my-chat");
    };
    

What changed:

*   `accessToken` is now a **pure session-PAT mint** — called only on 401/403 to refresh. It must return a token scoped to the session, not a `trigger:tasks` JWT.
*   `startSession` is a **new callback** that wraps a server action calling `chat.createStartSessionAction(taskId)`. The transport invokes it on `transport.preload(chatId)` and lazily on the first `sendMessage` for any chatId without a cached PAT.
*   `ChatSession` persistable state drops `runId` — store only `{publicAccessToken, lastEventId?}`.
*   Per-call options on `transport.preload(chatId, ...)` are gone. Trigger config (machine, idleTimeoutInSeconds, tags, queue, maxAttempts) lives server-side in `chat.createStartSessionAction(taskId, options)`.

The architectural shift is that `chat.agent` no longer rolls its own per-run streams. It runs on top of a durable **Session** row that owns its current run, persists across run lifecycles, and orchestrates upgrades server-side. The customer-facing surface is similar; the wire path beneath it changed completely.

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#step-1-replace-your-access-token-server-action-with-two-server-actions)

Step 1: Replace your access-token server action with two server actions
-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

The old pattern was a single helper that minted a trigger token:

app/actions.ts (before)

    "use server";
    
    import { chat } from "@trigger.dev/sdk/ai";
    import type { myChat } from "@/trigger/chat";
    
    export const getChatToken = () =>
      chat.createAccessToken<typeof myChat>("my-chat");
    

Replace with two helpers — one for session creation, one for PAT refresh:

app/actions.ts (after)

    "use server";
    
    import { auth } from "@trigger.dev/sdk";
    import { chat } from "@trigger.dev/sdk/ai";
    
    // Server-side wrapper for session creation. Idempotent on (env, chatId).
    // The customer's server is the only entry point that creates Session rows;
    // the browser never holds a `trigger:tasks` JWT.
    export const startChatSession = chat.createStartSessionAction("my-chat");
    
    // Pure session-PAT mint for the transport's 401/403 retry path.
    export async function mintChatAccessToken(chatId: string) {
      return auth.createPublicToken({
        scopes: {
          read: { sessions: chatId },
          write: { sessions: chatId },
        },
        expirationTime: "1h",
      });
    }
    

`chat.createStartSessionAction(taskId)` returns a server action that:

1.  Creates the Session row for `chatId` (idempotent on the `(env, externalId)` unique pair).
2.  Triggers the agent task’s first run with `basePayload: {messages: [], trigger: "preload"}` defaults plus any overrides you pass.
3.  Returns `{sessionId, runId, publicAccessToken}` to the browser.

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#step-2-update-the-transport-wiring)

Step 2: Update the transport wiring
-----------------------------------------------------------------------------------------------------------------------------

The transport now takes two callbacks instead of one:

app/components/chat.tsx (after)

    "use client";
    
    import { useChat } from "@ai-sdk/react";
    import { useTriggerChatTransport } from "@trigger.dev/sdk/chat/react";
    import type { myChat } from "@/trigger/chat";
    import { mintChatAccessToken, startChatSession } from "@/app/actions";
    
    export function Chat() {
      const transport = useTriggerChatTransport<typeof myChat>({
        task: "my-chat",
        accessToken: ({ chatId }) => mintChatAccessToken(chatId),
        startSession: ({ chatId, clientData }) =>
          startChatSession({ chatId, clientData }),
      });
    
      const { messages, sendMessage, status } = useChat({ transport });
      // ...
    }
    

The transport calls them in two distinct flows:

| Trigger | Callback fired |
| --- | --- |
| `transport.preload(chatId)` | `startSession` |
| First `sendMessage` for a chatId with no cached PAT | `startSession` (auto) |
| Any 401/403 from `.in/append`, `.out` SSE, or `end-and-continue` | `accessToken` |
| Page hydrates with `sessions: { [chatId]: ... }` | Neither (uses hydrated PAT) |

`startSession` is deduped via an in-flight promise — concurrent `preload` + `sendMessage` calls converge to one server action invocation.

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#step-3-drop-transport-level-trigger-config)

Step 3: Drop transport-level trigger config
---------------------------------------------------------------------------------------------------------------------------------------------

The prerelease transport accepted `triggerConfig`, `triggerOptions`, and per-call options on `preload`. All of that moved server-side:

before

    const transport = useTriggerChatTransport({
      task: "my-chat",
      accessToken: getChatToken,
      triggerConfig: { basePayload: { /* ... */ } },
      triggerOptions: { tags: [...], machine: "small-1x", maxAttempts: 3 },
    });
    
    transport.preload(chatId, { idleTimeoutInSeconds: 60, metadata: { ... } });
    

after

    // Trigger config now lives in chat.createStartSessionAction
    export const startChatSession = chat.createStartSessionAction("my-chat", {
      triggerConfig: {
        machine: "small-1x",
        maxAttempts: 3,
        tags: ["my-tag"],
        idleTimeoutInSeconds: 60,
      },
    });
    
    // Browser side
    const transport = useTriggerChatTransport<typeof myChat>({
      task: "my-chat",
      accessToken: ({ chatId }) => mintChatAccessToken(chatId),
      startSession: ({ chatId, clientData }) =>
          startChatSession({ chatId, clientData }),
    });
    
    transport.preload(chatId);  // no second arg
    

For metadata that varies per chat, use `clientData` on the transport (see the next step) — it’s typed and threaded through `startSession` automatically.

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#step-4-use-clientdata-for-typed-payload-metadata)

Step 4: Use `clientData` for typed payload metadata
-----------------------------------------------------------------------------------------------------------------------------------------------------------

If your agent uses `withClientData({schema})`, the transport’s `clientData` option is now the canonical place to set it. The same value:

*   Is passed to your `startSession` callback as `params.clientData`, where you forward it into `chat.createStartSessionAction`’s `triggerConfig.basePayload.metadata`. The agent’s first run sees it in `payload.metadata` (visible to `onPreload` / `onChatStart`).
*   Merges into per-turn `metadata` on every `.in/append` chunk (visible to `onTurnStart` / inside `run` via `turn.clientData`).

    const transport = useTriggerChatTransport<typeof myChat>({
      task: "my-chat",
      accessToken: ({ chatId }) => mintChatAccessToken(chatId),
      startSession: ({ chatId, clientData }) =>
          startChatSession({ chatId, clientData }),
      clientData: {
        userId: currentUser.id,
        plan: currentUser.plan,
      },
    });
    

The `clientData` value is live-updated when the option changes (the hook calls `setClientData` under the hood), so dynamic values work without reconstructing the transport.

Server-side authorization can still override or augment the browser-claimed `clientData` inside `startSession` — never trust the browser’s identity claim. A typical pattern: the server action looks up the user from the request session, then merges the trusted server fields on top of `params.clientData`.

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#step-5-update-your-chatsession-persistence)

Step 5: Update your `ChatSession` persistence
-----------------------------------------------------------------------------------------------------------------------------------------------

If you persist session state across page loads, drop the `runId` field:

before

    type ChatSession = {
      runId: string;
      publicAccessToken: string;
      lastEventId?: string;
    };
    

after

    type ChatSession = {
      publicAccessToken: string;
      lastEventId?: string;
    };
    

If your DB has a `runId` column, you can drop it (the transport doesn’t read it) or keep it for telemetry. The current run ID lives on the Session row server-side now. Hydration on page reload is unchanged:

    const transport = useTriggerChatTransport<typeof myChat>({
      // ...
      sessions: persistedSession
        ? { [chatId]: persistedSession }
        : {},
    });
    

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#chat-requestupgrade--same-call-faster-handoff)

`chat.requestUpgrade()`: same call, faster handoff
-------------------------------------------------------------------------------------------------------------------------------------------------------

Calling `chat.requestUpgrade()` inside `onTurnStart` / `onValidateMessages` still ends the current run so the next message starts on the latest version. What changed is the mechanism:

*   **Before:** the agent emitted a `trigger:upgrade-required` chunk on `.out`; the transport consumed it browser-side and triggered a new run.
*   **After:** the agent calls `endAndContinueSession` server-to-server; the webapp triggers a new run and atomically swaps `Session.currentRunId` via optimistic locking. The browser’s existing SSE subscription keeps receiving chunks across the swap — no transport-side bookkeeping.

The new run is recorded in a `SessionRun` audit row with `reason: "upgrade"` for dashboard provenance.

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#hitting-raw-urls)

Hitting raw URLs
----------------------------------------------------------------------------------------

If your code talks to the realtime API directly instead of going through the SDK, the URL shapes changed:

| Before | After |
| --- | --- |
| `GET /realtime/v1/streams/{runId}/chat` | `GET /realtime/v1/sessions/{chatId}/out` |
| `POST /realtime/v1/streams/{runId}/{target}/chat-messages/append` | `POST /realtime/v1/sessions/{chatId}/in/append` (body: `{kind: "message", payload}`) |
| `POST /realtime/v1/streams/{runId}/{target}/chat-stop/append` | `POST /realtime/v1/sessions/{chatId}/in/append` (body: `{kind: "stop"}`) |

The session-scoped PAT (`read:sessions:{chatId} + write:sessions:{chatId}`) authorizes both the externalId form (`/sessions/my-chat-id/...`) and the friendlyId form (`/sessions/session_abc.../...`). The transport always uses the externalId form; the friendlyId form is available for dashboard tooling and direct API consumers.

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#what-didn%E2%80%99t-change)

What didn’t change
----------------------------------------------------------------------------------------------------

*   `chat.agent({...})` definition — `id`, `idleTimeoutInSeconds`, `clientDataSchema`, `actionSchema`, `hydrateMessages`, `onPreload`, `onChatStart`, `onValidateMessages`, `onTurnStart`, `onTurnComplete`, `onChatSuspend`, `run`. All callbacks have the same signature and fire at the same lifecycle points.
*   `onAction` is still defined the same way, but its semantics changed in the [May 6 prerelease](https://trigger.dev/docs/ai-chat/changelog)
     — actions are no longer turns, and `onAction` returning a `StreamTextResult` produces a model response.
*   `chat.customAgent({...})` and the `chat.createSession(payload, ...)` helper for building a session loop manually inside a custom agent.
*   `chat.defer` (deferred work) and `chat.history` (imperative history mutations from inside `onAction`).
*   `AgentChat` (server-side chat client) — `agent`, `id`, `clientData`, `session`, `onTriggered`, `onTurnComplete`, `sendMessage`, `text()`.
*   `useTriggerChatTransport` React semantics (created once, kept in a ref, callbacks updated under the hood).
*   Multi-tab coordination (`multiTab: true`), [pending messages / steering](https://trigger.dev/docs/ai-chat/pending-messages)
    , [background injection](https://trigger.dev/docs/ai-chat/background-injection)
    , [compaction](https://trigger.dev/docs/ai-chat/compaction)
    .
*   Per-turn `metadata` flowing through `sendMessage({ text }, { metadata })` to `turn.metadata` server-side.

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#verifying-the-migration)

Verifying the migration
------------------------------------------------------------------------------------------------------

After updating, the smoke check is the same as before: send a message, confirm the assistant streams a response, reload mid-stream, confirm resume. A few new things worth verifying once you’ve cut over:

*   **Eager preload.** Click the button (or call `transport.preload(id)` programmatically) — your `startSession` callback should fire and a Session row + first run should be created before you send a message.
*   **Idle-timeout continuation.** Wait past the agent’s `idleTimeoutInSeconds` so the run exits, then send another message — the transport’s `.in/append` should boot a new run on the same Session, with a `SessionRun` row of `reason: "continuation"`.
*   **PAT refresh.** Force a stale PAT in your DB (corrupt the signature) and reload — the first request should 401, your `accessToken` callback should fire, and the retry should succeed.

If any of those misfire, check that:

*   Your `accessToken` callback returns a token minted via `auth.createPublicToken({ scopes: { read: { sessions: chatId }, write: { sessions: chatId } } })`, **not** `chat.createAccessToken` or `auth.createTriggerPublicToken`. The transport rejects trigger tokens now.
*   Your `startSession` callback returns `{publicAccessToken: string}` — the result of `chat.createStartSessionAction(taskId)({chatId, ...})` already has this shape.
*   You haven’t left a stale `getStartToken` option on the transport; it’s not part of `TriggerChatTransportOptions` anymore.

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#v4-5-wire-format-change)

v4.5 wire format change
------------------------------------------------------------------------------------------------------

A second migration lands on top of the Sessions release. v4.5 removes the full-history wire payload — clients now ship at most one new `UIMessage` per `.in/append`, and the agent rebuilds prior history from a durable JSON snapshot in object storage plus a replay of the `session.out` tail. If you use the built-in `TriggerChatTransport` / `AgentChat` and don’t reach into the wire shape directly, **most apps need no changes** — the change is below the customer-facing surface. Customers who built custom transports, hit `/realtime/v1/sessions/{id}/in/append` directly, or rely on specific behaviors of `hydrateMessages` / `onChatStart` should read this section.

### 

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#why-the-change)

Why the change

Long chats with heavy tool results were hitting the realtime API’s 512 KiB body cap on `/in/append` once the accumulated `UIMessage[]` history (which the wire shipped in full on every send) crossed the limit. The 413 surfaced as a CORS error in browsers and stalled chats around turn 10–30 with tool use. The wire is now **delta-only**: each `.in/append` carries at most one new `UIMessage`. The agent rebuilds prior history at run boot. The 512 KiB ceiling stops being pressure — typical payloads are a few KB regardless of chat length.

### 

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#object-store-configuration)

Object-store configuration

Snapshot read/write uses Trigger.dev’s existing object-store infrastructure — the same presigned-URL routes used for large payloads. Set the standard `OBJECT_STORE_*` env vars on your webapp deployment if you haven’t already; MinIO and S3-compatible stores work via `OBJECT_STORE_DEFAULT_PROTOCOL`.

| Env var | Purpose |
| --- | --- |
| `OBJECT_STORE_BASE_URL` | Endpoint URL (S3, MinIO, R2, etc.) |
| `OBJECT_STORE_ACCESS_KEY_ID` | Access key |
| `OBJECT_STORE_SECRET_ACCESS_KEY` | Secret key |
| `OBJECT_STORE_DEFAULT_PROTOCOL` | `s3` (default), `minio`, etc. |

Snapshots are written under `packets/{projectRef}/{envSlug}/sessions/{sessionId}/snapshot.json`. Each snapshot is small (typically tens of KB) and overwritten every turn — no append-only growth.

**No object store + no `hydrateMessages` = conversations don’t survive run boundaries.** With neither piece of state, a continuation boots empty and the agent can’t reconstruct prior turns. Either configure an object store or register `hydrateMessages`. The runtime logs a warning at agent registration time when both are missing.

### 

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#custom-transports)

Custom transports

If you’ve built your own transport (Slack bot, CLI, native app) against the [Client Protocol](https://trigger.dev/docs/ai-chat/client-protocol)
, the `ChatTaskWirePayload` shape changed:

before

    type ChatTaskWirePayload = {
      messages: UIMessage[];        // full history
      chatId: string;
      trigger: "submit-message" | "regenerate-message" | "preload" | "close" | "action";
      // ...
    };
    

after

    type ChatTaskWirePayload = {
      message?: UIMessage;          // singular, optional
      headStartMessages?: UIMessage[];  // chat.headStart only, "handover-prepare"
      chatId: string;
      trigger:
        | "submit-message"
        | "regenerate-message"
        | "preload"
        | "close"
        | "action"
        | "handover-prepare";
      // ...
    };
    

What to send per trigger:

| Trigger | What to put in the payload |
| --- | --- |
| `submit-message` | The new user message (or a tool-approval-responded assistant message) in `message` |
| `regenerate-message` | No `message` — the agent trims its own tail |
| `preload` / `close` / `action` | No `message` |
| `handover-prepare` (head-start only) | Full prior history in `headStartMessages` (route handler — not on `/in/append`) |

The full wire breakdown is in the rewritten [Client Protocol](https://trigger.dev/docs/ai-chat/client-protocol)
.

### 

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#hydratemessages-consumers)

`hydrateMessages` consumers

The hook signature is unchanged. Two behavior tightenings worth knowing:

1.  **`incomingMessages` is now consistently 0-or-1-length.** Previously some triggers (`regenerate-message`, continuation) shipped full history; now all triggers ship at most one. If you assumed `incomingMessages` could contain multiple messages and acted on them as a batch, the loop now runs zero or one times. Patterns like the one below work the same — they just iterate fewer messages:

    hydrateMessages: async ({ incomingMessages }) => {
      for (const msg of incomingMessages) {  // 0-or-1 iterations
        for (const r of chat.history.extractNewToolResults(msg)) {
          await auditLog.record({ id: r.toolCallId, output: r.output });
        }
      }
      return await db.getMessages(chatId);
    }
    

2.  **Registering `hydrateMessages` short-circuits snapshot+replay.** The runtime trusts your hook to be the source of truth, so it doesn’t read or write the JSON snapshot or replay `session.out`. Zero object-store traffic. Trade-off: you own persistence end-to-end.

### 

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#onchatstart-is-now-once-per-chat)

`onChatStart` is now once-per-chat

`onChatStart` no longer fires on continuation runs (post-`endRun`, post-waitpoint-timeout, post-`chat.requestUpgrade`, post-cancel, post-crash) or on OOM-retry attempts. It fires **exactly once per chat**, on the very first user message of the chat’s lifetime. The `continuation` and `previousRunId` fields on `ChatStartEvent` are now `@deprecated` (always `false` / `undefined` when the hook fires). This makes once-per-chat setup code (create the Chat DB row, mint chat-scoped resources) safe to write without continuation gates. Drop any `if (continuation) return;` checks from `onChatStart`:

before

    onChatStart: async ({ continuation, chatId, clientData }) => {
      if (continuation) return;           // ❌ no longer needed — fires only on first message ever
      await db.chat.create({ /* ... */ });
    }
    

after

    onChatStart: async ({ chatId, clientData }) => {
      await db.chat.create({ /* ... */ });  // ✅ guaranteed first-message-of-chat
    }
    

If you need per-turn setup that **does** run on continuations, move it to [`onTurnStart`](https://trigger.dev/docs/ai-chat/lifecycle-hooks#onturnstart)
 — that hook still fires on every turn, including the first turn of a continuation run.

### 

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#move-chat-local-init-from-onchatstart-to-onboot)

Move `chat.local` init from `onChatStart` to `onBoot`

Because `onChatStart` no longer fires on continuation runs, **`chat.local`** state initialized there will be missing when a continuation run starts — `run()` then crashes with `"chat.local can only be modified after initialization"`. The fix is to move per-process initialization to the new [`onBoot`](https://trigger.dev/docs/ai-chat/lifecycle-hooks#onboot)
 hook, which fires once per worker boot (initial, preloaded, AND continuation):

before

    const userContext = chat.local<{ name: string; plan: string }>({ id: "userContext" });
    
    onChatStart: async ({ clientData }) => {
      const user = await db.user.findUnique({ where: { id: clientData.userId } });
      userContext.init({ name: user.name, plan: user.plan }); // ❌ never runs on continuation
    }
    

after

    const userContext = chat.local<{ name: string; plan: string }>({ id: "userContext" });
    
    onBoot: async ({ clientData }) => {
      const user = await db.user.findUnique({ where: { id: clientData.userId } });
      userContext.init({ name: user.name, plan: user.plan }); // ✅ runs on every fresh worker
    }
    

Anything else that’s per-process (DB connection pools, sandbox handles, in-memory caches) belongs in `onBoot` for the same reason. Branch on `continuation` inside `onBoot` if you need to re-load state from your DB on takeover.

### 

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#client-side-setmessages-doesn%E2%80%99t-round-trip)

Client-side `setMessages` doesn’t round-trip

The new wire makes one thing explicit that was implicit before: **mutating `useChat()`’s messages on the client doesn’t change the agent’s history.** Full-history mutations were silently overwritten by the wire’s accumulator before this release; now they aren’t even shipped. For history compaction, summarization, or branch-swap, mutate the agent’s accumulator inside `onTurnStart` using [`chat.setMessages()`](https://trigger.dev/docs/ai-chat/backend)
 or [`chat.history.set()`](https://trigger.dev/docs/ai-chat/backend#chat-history)
. The client’s `useChat` will reconcile against the next `session.out` payload.

### 

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#verifying-the-v4-5-migration)

Verifying the v4.5 migration

After updating, the smoke check is the same as for v4.4:

*   Send a message, confirm the assistant streams a response.
*   Reload mid-stream, confirm resume.
*   Send 30+ turns with tool calls — `.in/append` body sizes stay under ~5 KB the entire time. (Pre-change baseline: payloads grew past 512 KB around turn 10-30.)
*   Idle out a run, send another message — the new run reads the snapshot, replays the tail, and continues seamlessly.

If continuations boot empty:

*   Confirm `OBJECT_STORE_*` env vars are set on the webapp.
*   Confirm the bucket key `packets/{projectRef}/{envSlug}/sessions/{sessionId}/snapshot.json` exists after a successful turn.
*   Or — register `hydrateMessages` and let your DB be the source of truth.

[​](https://trigger.dev/docs/ai-chat/upgrade-guide#reference)

Reference
--------------------------------------------------------------------------

*   [TriggerChatTransport options](https://trigger.dev/docs/ai-chat/reference#triggerchattransport-options)
    
*   [`chat.createStartSessionAction`](https://trigger.dev/docs/ai-chat/reference)
    
*   [Backend setup](https://trigger.dev/docs/ai-chat/backend)
    
*   [Frontend setup](https://trigger.dev/docs/ai-chat/frontend)
    
*   [Client Protocol](https://trigger.dev/docs/ai-chat/client-protocol)
     — wire format reference
*   [Persistence and replay](https://trigger.dev/docs/ai-chat/patterns/persistence-and-replay)
     — snapshot model end-to-end

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